Fidelity Accounts Not Updating/Resetting
A few days ago I got an error that my Fidelity accounts were not connected and needed to be reset. I reset them several times over the past few days and the only account I can get added is my Fidelity Visa - none of the brokerage accounts will be added back to my account list. I'm getting a message "You have already added all of your accounts at this bank" but there are a number of active brokerage accounts not added.
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Yeah - I tried to switch back to Intuit from Akoya today, and it's a mess. At most it pulls one or two accounts from Fidelity, and I got a lot more than that. Had to switch back to Akoya for now.
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Hello @amintzer,
Thanks for reaching out! I apologize for the trouble you have had in connecting to Fidelity. Are you still having those issues as of today? If you could provide a screenshot showing the issue in Quicken Simplifi, this would be helpful!
@btsmith52, Thank you for your input. Is the Akoya connection working for you in the meantime?
Thanks,
Coach Jon
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Yes - still having an issue. I've attached screen shots showing my account list, adding the accounts when resetting the connection, just one account added and then when trying again getting the "You have already added all of your accounts at this bank" message. I've tried logging in/out and deleting cookies. I've been trying for a couple of days with the same issue.
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Hello @amintzer,
Thanks for the reply! You may need to generate a new OAuth token in this case, as it may be expired: To gain a new token, you will have to revoke Quicken from accessing your bank's website and then reconnect your accounts.
- Navigate to the bank's website, sign in, and then remove Quicken's access from the bank's third-party linked apps.
- Navigate back to Quicken Simplifi and reset the connection for the bank.
- Link the accounts found to the existing Quicken Simplifi accounts. Make sure that you are the owner of the account, and that the account is not shared.
Let us know how this goes!
-Coach Jon
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I tried this and now it's adding two accounts - my Visa card and my Charitable fund - still missing about a dozen accounts. I tried it multiple times. Still getting the error "You have already added all of your accounts at this bank"
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I tried to do that but it's making me set up all new accounts in Simplifi - then I will lose all the historical data for the accounts. Is there something else we can do?
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I've tried several times today and just get an error "This Bank is not available right now".
When tried yesterday I did see the linking window but there were only two accounts vs about a dozen it told me to add. When I use Fidelity Investment & Retirement it only gives two accounts to add but the full list of all my accounts to link to.
I'll try again tomorrow but I travel full time and may not have cell service for a few days
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Thank you @amintzer,
Please let us know when you try again if that does end up working for you or not. We will want to know specifically if the "This Bank is not available right now" message pops up when you are trying the Akoya instance as well. Please provide a screenshot of that error if you receive it again. This information will let us know how to proceed going forward.
Thanks,
Coach Jon
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The error was with Akoya. I got that message when I tried to reset the connection with my existing accounts. I then made one of my accounts manual and then clicked "Link a Financial Institution" and was able to link all of my accounts. So it's working now - let me see how it works over the next few weeks.
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It's been over a month now and still no way to download transactions from Fidelity. Avoya only pulls balances is what I've been told on another community thread. No transaction data renders the categorized reporting useless. Is this issue a priority for Quicken? How long before it's resolved? We're paying a subscription fee for a service that includes 3rd party downloads.
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